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Welltower
WELL

Overview Fund Activity

1,236 hedge funds and large institutions have $99.2B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 574 increasing their positions, 361 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% of All Funds
16.59%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
128
Increased
574
Reduced
361
Closed
78
Calls
$182M
Puts
$268M
Net Calls
-$86.8M
Net Calls Change
-$136M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.87B
2
Capital International Investors
2
Capital International Investors
California
$6.87B
3
State Street
3
State Street
Massachusetts
$6.09B
4
Capital World Investors
4
Capital World Investors
California
$244M
5
UBS AM
5
UBS AM
Illinois
$1.49B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1151
Evermay Wealth Management
Virginia
$16.1K -$3.08K -20 -16%
WWM
1152
Wolff Wiese Magana
California
$16.1K – – –
AWM
1153
Abound Wealth Management
Tennessee
$15.6K – – –
PCTC
1154
Perkins Coie Trust Company
Washington
$15.4K – – –
MSFP
1155
Mark Sheptoff Financial Planning
Connecticut
$15.4K – – –
WTA
1156
Washington Trust Advisors
Massachusetts
$15.4K – – –
BC
1157
Barrett & Company
Rhode Island
$15.4K – – –
NRG
1158
Nemes Rush Group
Michigan
$15.4K +$15.4K +100 New
GPFA
1159
Game Plan Financial Advisors
Ohio
$15.4K +$15.4K +100 New
MSWM
1160
Mowery & Schoenfeld Wealth Management
Illinois
$14.5K – – –
WAS
1161
Winch Advisory Services
Wisconsin
$14.4K +$153 +1 +1%
NMG
1162
New Millennium Group
Utah
$14K – – –
HNW
1163
High Note Wealth
Minnesota
$13.4K +$154 +1 +1%
CPG
1164
Cornerstone Planning Group
New Jersey
$13.1K +$339 +2 +3%
CNBTD
1165
Citizens National Bank Trust Department
Mississippi
$12.8K – – –
RTL
1166
Red Tortoise LLC
Georgia
$12.5K – – –
RFA
1167
Reyes Financial Architecture
California
$12K – – –
HIMS
1168
Hager Investment Management Services
New Hampshire
$11.8K – – –
BI
1169
Binnacle Investments
Iowa
$11.8K – – –
SWA
1170
SOA Wealth Advisors
New York
$10.4K +$983 +983 +10%
MSWA
1171
Marshall & Sterling Wealth Advisors
New York
$9.99K -$3.08K -20 -24%
Loomis, Sayles & Company
1172
Loomis, Sayles & Company
Massachusetts
$9.38K -$49.7K -323 -84%
SFA
1173
Semmax Financial Advisors
North Carolina
$9.24K – – –
B
1174
Birchbrook
Maine
$9.01K +$153 +1 +2%
NWM
1175
Navigoe Wealth Management
California
$9K – – –
45 46
47
48 49